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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,078 | $81,331+200.1% | $155,534+56.9% | $80,935+201.6% |
| Participation rate | 97.3% | 66.3%+31.0pp | 78.2%+19.1pp | 67.7%+29.6pp |
| Annual return | 15.65% | 33.37%-17.7pp | 64.92%-49.3pp | 35.66%-20.0pp |
| Employer contribution / active EE | $7,940 | $3,105+155.8% | $4,675+69.9% | $2,757+188.0% |
| Participant deferral / active EE | $7,476 | $3,454+116.4% | $5,630+32.8% | $4,299+73.9% |
| Admin fee / account holder | $1,107 | $7,999-86.2% | $15,900-93.0% | $6,924-84.0% |